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Dogwood Wealth Management’s SS&C Technologies SSNC Stock Holding History

Dogwood Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$4.26K – 915
2026
Q1 		$4.26K Buy
63
+56
+800% +$4.3K ﹤0.01% 511
2025
Q4 		$612 Buy
+7
New +$597 ﹤0.01% 653
2024
Q4 		– Hold
0
– -$2 – 594
2024
Q3 		– Hold
0
– – – 503
2024
Q2 		– Hold
0
– – – 532
2024
Q1 		– Hold
0
– – – 534
2023
Q4 		– Hold
0
– – – 502

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